INSGInseego Corp
Earnings Recap
• Reported GAAP EPS of -$0.03 up 70.00% YoY • Reported revenue of $48.4M up 0.65% YoY • Inseego expects Q1 2026 total revenue between $33M and $36M, with Q1 2026 Adjusted EBITDA projected from $1M to $2M. Full-year 2026 total revenue is approximately $190M.
Bullish
Inseego achieved sequential revenue growth and strong gross margins in Q4 2025, while eliminating Preferred Stock at a discount. Key wins with all three U.S. Tier-1 carriers and deepened channel reach position Inseego for future growth.
Bearish
Inseego faces risks from customer concentration and increased competition with pricing pressures in its markets. Additionally, dependence on third-party suppliers and global macroeconomic factors like inflation and supply chain issues pose challenges.